| Columbus Macro, LLC | $6.0M | 0.64% |
| DEFINED WEALTH MANAGEMENT, LLC | $6.0M | 3.49% |
| Ameritas Advisory Services, LLC | $5.9M | 0.23% |
| Arkadios Wealth Advisors | $5.9M | 0.10% |
| Summit Financial, LLC | $5.8M | 0.07% |
| SCS Capital Management LLC | $5.8M | 0.06% |
| Advisory Services Network, LLC | $5.7M | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | $5.6M | 0.01% |
| FIFTH THIRD BANCORP | $5.5M | 0.01% |
| 180 WEALTH ADVISORS, LLC | $5.4M | 0.62% |
| Robertson Stephens Wealth Management, LLC | $5.4M | 0.15% |
| Eley Financial Management, Inc | $5.3M | 1.90% |
| Spire Wealth Management | $5.3M | 0.18% |
| Perigon Wealth Management, LLC | $5.1M | 0.09% |
| OpenArc Corporate Advisory, LLC | $5.1M | 0.07% |
| Summit Wealth Partners, LLC | $5.0M | 0.79% |
| Elm Partners Management LLC | $5.0M | 0.22% |
| STEVENS CAPITAL PARTNERS | $4.9M | 1.18% |
| TD Waterhouse Canada Inc. | $4.9M | 0.01% |
| Variant Private Wealth, LLC | $4.9M | 5.91% |
| US BANCORP \DE\ | $4.8M | 0.01% |
| Eaton Financial Holdings Company, LLC | $4.8M | 1.56% |
| Breakwater Capital Group | $4.7M | 0.63% |
| VestGen Advisors, LLC | $4.6M | 0.12% |
| BlackRock, Inc. | $4.5M | 0.00% |
| Asset Management Group, Inc. | $4.4M | 0.72% |
| GREAT VALLEY ADVISOR GROUP, INC. | $4.4M | 0.08% |
| EQUITY INVESTMENT CORP | $4.3M | 0.08% |
| DEUTSCHE BANK AG\ | $4.3M | 0.00% |
| IHT Wealth Management, LLC | $4.2M | 0.10% |
| M&T Bank Corp | $4.1M | 0.01% |
| HILLTOP WEALTH ADVISORS, LLC | $4.1M | 2.48% |
| BAILARD, INC. | $4.1M | 0.09% |
| Wealth Management Partners, LLC | $4.1M | 1.17% |
| Modern Wealth Management, LLC | $4.0M | 0.07% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | $4.0M | 0.19% |
| Towne Trust Company, N.A | $4.0M | 1.28% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $4.0M | 0.09% |
| NORTHERN TRUST CORP | $4.0M | 0.00% |
| Windward Private Wealth Management Inc. | $3.9M | 1.36% |
| OPPENHEIMER & CO INC | $3.9M | 0.05% |
| EP Wealth Advisors, LLC | $3.8M | 0.02% |
| Geneos Wealth Management Inc. | $3.8M | 0.09% |
| Forefront Wealth Partners, LLC | $3.8M | 1.59% |
| Beacon Pointe Advisors, LLC | $3.8M | 0.02% |
| Integrated Advisors Network LLC | $3.7M | 0.20% |
| Greenline Partners, LLC | $3.6M | 0.39% |
| Sunbelt Securities, Inc. | $3.5M | 0.22% |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | $3.5M | 1.03% |
| AQR CAPITAL MANAGEMENT LLC | $3.4M | 0.00% |
| Pathfinder Wealth Consulting, Inc. | $3.3M | 2.16% |
| CATALYST PRIVATE WEALTH, LLC | $3.3M | 1.79% |
| TOBIAS FINANCIAL ADVISORS, INC. | $3.3M | 0.45% |
| Leonard Rickey Investment Advisors P.L.L.C. | $3.2M | 0.56% |
| Focus Partners Advisor Solutions, LLC | $3.2M | 0.03% |
| Family Manage LLC | $3.2M | 0.38% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.1M | 0.02% |
| HighPoint Advisor Group LLC | $3.0M | 0.13% |
| ATLAS CAPITAL ADVISORS INC. | $3.0M | 0.35% |
| Farther Finance Advisors, LLC | $2.9M | 0.03% |
| RENAISSANCE TECHNOLOGIES LLC | $2.9M | 0.00% |
| Guidance Point Advisors, LLC | $2.9M | 0.69% |
| ROBINSON SMITH WEALTH ADVISORS LLC | $2.9M | 1.96% |
| Apollon Financial, LLC | $2.8M | 0.39% |
| Valpey Financial Services, LLC | $2.8M | 1.84% |
| Steward Partners Investment Advisory, LLC | $2.8M | 0.01% |
| Eagle Strategies LLC | $2.8M | 0.34% |
| RWA WEALTH PARTNERS, LLC | $2.8M | 0.03% |
| Caliber Wealth Management, LLC / KS | $2.8M | 0.30% |
| ZWJ INVESTMENT COUNSEL INC | $2.8M | 0.10% |
| Prospera Financial Services Inc | $2.7M | 0.04% |
| Composition Wealth, LLC | $2.7M | 0.04% |
| Sterling Wealth Management, Inc. | $2.7M | 0.73% |
| 17 CAPITAL PARTNERS, LLC | $2.6M | 1.35% |
| General Partner, Inc. | $2.6M | 1.60% |
| PRIVATE TRUST CO NA | $2.6M | 0.23% |
| Wealth Advisors of Iowa, LLC | $2.6M | 0.79% |
| Silver Lake Advisory, LLC | $2.5M | 1.01% |
| GLENMEDE TRUST CO NA | $2.5M | 0.01% |
| Brooklyn Investment Group | $2.5M | 0.08% |
| Life Planning Partners, Inc | $2.5M | 1.91% |
| Cresset Asset Management, LLC | $2.5M | 0.01% |
| Regal Investment Advisors LLC | $2.5M | 0.14% |
| MFA Wealth Services | $2.5M | 1.63% |
| CITIGROUP INC | $2.4M | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.4M | 0.04% |
| HARBOUR INVESTMENTS, INC. | $2.4M | 0.04% |
| MAGNOLIA CAPITAL ADVISORS LLC | $2.4M | 0.46% |
| MATAURO, LLC | $2.3M | 0.33% |
| CAHILL FINANCIAL ADVISORS INC | $2.3M | 0.24% |
| XY Planning Network, Inc. | $2.3M | 0.36% |
| Caprock Group, LLC | $2.2M | 0.05% |
| NewEdge Wealth, LLC | $2.2M | 0.03% |
| MONTAG A & ASSOCIATES INC | $2.2M | 0.10% |
| Western Wealth Management, LLC | $2.1M | 0.08% |
| Denver PWM, LLC | $2.1M | 0.73% |
| Legacy Financial Strategies, LLC | $2.1M | 0.38% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.1M | 0.00% |
| Drake & Associates, LLC | $2.1M | 0.40% |
| Foundations Investment Advisors, LLC | $2.0M | 0.03% |
| EVOLVE PRIVATE WEALTH, LLC | $2.0M | 0.11% |
| Next Capital Management LLC | $2.0M | 0.61% |
| Occidental Asset Management, LLC | $2.0M | 0.23% |
| First Heartland Consultants, Inc. | $2.0M | 0.15% |
| NWF Advisory Services Inc. | $1.9M | 0.21% |
| PFG Advisors | $1.9M | 0.09% |
| PARK AVENUE SECURITIES LLC | $1.9M | 0.01% |
| TL Private Wealth | $1.8M | 0.73% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.8M | 0.09% |
| Traub Capital Management LLC | $1.8M | 1.74% |
| MGO ONE SEVEN LLC | $1.7M | 0.03% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $1.7M | 0.18% |
| UPTICK PARTNERS, LLC | $1.7M | 0.34% |
| Sovereign Financial Group, Inc. | $1.7M | 0.29% |
| TriaGen Wealth Management LLC | $1.7M | 0.46% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | $1.7M | 0.56% |
| Joule Financial, LLC | $1.6M | 0.48% |
| WJ Wealth Management, LLC | $1.6M | 0.76% |
| Orion Porfolio Solutions, LLC | $1.6M | 0.01% |
| CFO4Life Group, LLC | $1.6M | 0.24% |
| Soltis Investment Advisors LLC | $1.5M | 0.10% |
| Ipswich Investment Management Co., Inc. | $1.5M | 0.36% |
| DEAN INVESTMENT ASSOCIATES, LLC | $1.5M | 0.21% |
| Boyd Wealth Management, LLC | $1.5M | 0.62% |
| IFS Group,LLC | $1.4M | 1.28% |
| HUNTINGTON NATIONAL BANK | $1.4M | 0.01% |
| Ascentis Independent Advisors | $1.4M | 0.11% |
| Quantinno Capital Management LP | $1.4M | 0.00% |
| NEW WAVE WEALTH ADVISORS LLC | $1.4M | 0.49% |
| One Day In July LLC | $1.4M | 0.11% |
| HOWLAND CAPITAL MANAGEMENT LLC | $1.4M | 0.05% |
| Endowment Wealth Management, Inc. | $1.4M | 0.60% |
| SYON CAPITAL LLC | $1.3M | 0.07% |
| RIK SAYLOR FINANCIAL, INC. | $1.3M | 1.02% |
| TRANSCEND CAPITAL ADVISORS, LLC | $1.3M | 0.11% |
| Waverly Advisors, LLC | $1.3M | 0.01% |
| M Holdings Securities, Inc. | $1.3M | 0.09% |
| Wealthquest Corp | $1.3M | 0.10% |
| 1900 WEALTH MANAGEMENT LLC | $1.3M | 0.08% |
| Carr Financial Group Corp | $1.3M | 0.34% |
| Tennessee Valley Asset Management Partners | $1.3M | 0.17% |
| Empowered Funds, LLC | $1.3M | 0.01% |
| Cambria Investment Management, L.P. | $1.3M | 0.07% |
| MLP3, LLC | $1.3M | 1.40% |
| Prism Planning Partners LLC | $1.3M | 1.49% |
| Narus Financial Partners, LLC | $1.3M | 0.33% |
| POTENTIA WEALTH | $1.2M | 0.48% |
| American State Bank (Iowa) | $1.2M | 0.59% |
| GC Wealth Management RIA, LLC | $1.2M | 0.05% |
| Brickley Wealth Management | $1.2M | 0.21% |